brainX
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Release Notes

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All brainX versions with their changes, new features and improvements.

Version:

Version 2026.7

25 August 2026

General

New
  • A default font and font size can now be set for text areas with HTML formatting.

Settings

New
  • A column has been added to the user list to display all of a user's possible roles.

Templates

New
  • New placeholder for the new "Signature" user field, which is either populated dynamically with the name of the person responsible for the record or set to a specific user.

User

New
  • A new file field for users named "Signature," which can only be viewed and edited by the user themselves.

DATEV booking data service

New
  • Automatic assignment of the next debtor number is now also available for contacts. This feature can be enabled in the client settings under "DATEV booking data service" via the checkbox "create debtor numbers for contracts".

Jira Service Management

New
  • The company settings now allow to define an assigned user for tickets created through the Jira portal

ZUGFeRD/XFactur

Modified
  • In the "Codes & Units" settings, you can now configure the codes for the various export modules individually.

Version 2026.6

28 July 2026

General

Modified
  • Actions in records now open an overlay which allows creating a new dataset quickly.

Reports

New
  • CSV files from list views, reports and the sales preview are now exported in the background. Once the file has been successfully generated, the user is notified and can download it.

Emails

New
  • Attachments from wiki entries can now be attached to emails.
Modified
  • When an email is sent via the PDF export feature, suitable recipients are now automatically suggested.

Templates

Modified
  • Templates can now be assigned to a company.

Billing

Modified
  • The quantity and list price of items in product blocks can now be entered with up to 6 decimal places.
  • Product and service prices can also include up to six decimal places.
  • Favored actions for line items now include additional text descriptions.

Version 2026.5

30 June 2026

Connect

New
  • The Sipgate integration now also supports Sipgate Neo

Settings

New
  • In the layout editor, fields that have been moved to the additional details section are now clearly indicated by an icon. You can use this icon to move the fields back to the detail view.

Version 2026.4

02 June 2026

General

New
  • There is a new "Mandatory Field" option for products and services. Enabling this option ensures that the field is selected in documents submitted to the Digital Signature Services.
  • Modules visit reports, delivery notes, purchase orders and price books have been activated

Home

Modified
  • The "Cashflow" widget supports a tabular view of income and expenses at a record level, as well as a CSV export.

Leads

New
  • When converting leads, all mandatory fields in the Deals, Appointments, and Tasks modules are now displayed on the form.

Templates

New
  • New condition for "Discount type" in line items of inventory modules.

Timesheets

New
  • A new "Goodwill" field can be used to specify that a timesheet should not be applied to the corresponding contingent.
  • When invoicing timesheets, timesheets marked as "goodwill" are filtered out of the selection.

Billing

New
  • In the dialog for moving line items and groups, the status of an item is now displayed (if available).

Charts

New
  • When charts are grouped by date fields, you can now set a grouping interval and group data independent from the year
Modified
  • The steps for selecting calculations and groupings when creating or editing charts have been combined
  • When creating charts from list views or reports, the step for selecting a module and view/report is skipped, since no changes can be made here
Modified behavior
  • Charts grouped by date fields that include a time component will now ignore the time

Digital signature

New
  • You can now set an expiration date for documents to be sent.

Technical change

Modified behavior
  • REST API: Filters using greater/less than comparisons on fields that contain a time value will consider saved seconds

Version 2026.3

05 May 2026

General

New
  • Fields with user selections now display profile pictures or initials in addition to the name.
Modified behavior
  • Fields with user selection options no longer have a default selection by default. (Except for the "Assigned To" field.)

Connect

New
  • The new Connect module replaces the PBXManager and offers modernized telephony integration. At launch, it will support the providers Sipgate and Placetel.

Contracts

New
  • Items have been added to the display of billing events in the "Upcoming Change Events" widget.
  • A widget for the change history of contract values has been added.
Modified behavior
  • When a position is reset to "Active" status, this change is also recorded for an interim invoice.
Modified
  • The "Create upgrade deal" action now allows to create deals without selecting an additional quantity.

Email accounts

New
  • In emails with blocked content, it is now possible to display that content.
  • Image files of the "svg" and "webp" types can now be previewed.

Planned actions

New
  • Planned actions can now be executed directly at the next available time using a list action.

Reports

New
  • Added a new custom comparator "in month" for date comparisons
Modified
  • Grouping and filtering for date fields can now be done ignoring the year

Settings

New
  • For DocuSign it's now possible to check and renew the authentication.
  • The logo for the login saved in the main company will be displayed there again

Templates

New
  • New placeholders for the "Subtotal", "VAT", and "Gross" fields for advance invoices have been added to the templates for the Invoice, Credit, and Cancellation modules.
  • URL-type module fields allow you to configure alternative text
  • Formatting for output values can also be defined for fields that are inserted based on a condition
  • In the Deals module, conditions can be set for the number of alternative/optional items

Tickets

New
  • If a user has customer access to Jira Service Management, a request is automatically created in the portal on the user's behalf when a ticket is created.

User

New
  • User integrations now always show the authenticated user.

Automation

Modified behavior
  • The menu for inserting a successor node opens immediately without the additional step
  • Selecting a new action takes you directly to the configuration

Billing

New
  • A license can now be created for product line items, or an existing license can be selected.
  • An existing contingent can now be selected for service line items.

Change tracking

New
  • Changes to position groups are now also recorded.

Listviews

New
  • A new option to filter for a specific month in date fields has been added.
Modified
  • The custom option for filtering date fields has been expanded to include year-independent months and quarters.

Quick create

New
  • The quick creation feature now includes by default an advanced input form.
  • A module selection option has been added to the user settings, which opens the reduced input form directly during quick creation.